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Dechtman Wealth Management, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dechtman Wealth Management, LLC on SCHX, newest first. How the timeline and the estimate are built.

Dechtman Wealth Management, LLC held 86,557 SCHX shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 86,557 shares
    Change vs previous 13F +57,799 shares

    0.39% of the 13F portfolio, value $2,006,395.

    13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 28,758 shares
    Change vs previous 13F +179 shares

    0.4% of the 13F portfolio, value $1,951,252.

    13F-HR 0001992316-24-000007 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 28,579 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,836,195.

    13F-HR 0001992316-24-000004 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F/A 28,579 shares
    Change vs previous 13F +90 shares

    0.41% of the 13F portfolio, value $1,773,607.

    13F-HR/A 0001992316-24-000003 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 28,489 shares
    Change vs previous 13F -1,066 shares

    0.42% of the 13F portfolio, value $1,606,000.

    13F-HR 0001992316-24-000001 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 29,555 shares
    Change vs previous 13F +407 shares

    0.44% of the 13F portfolio, value $1,495,000.

    13F-HR 0001992316-23-000004 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 29,148 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,526,468.

    13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).